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Thomas Aldom Scott

Investment adviser representative at LPL Financial LLC
32 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

32 years in the industry.

  1. LPL Financial LLCNov 2018 to now
  2. Buehler & Berryhill Financial Partners, LLCMay 2018 to now
  3. Summit Brokerage ServicesFeb 2012 to Nov 2018
  4. Saunders Retirement Advisors, IncFeb 1994 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law1994
  • Series 63 · Uniform Securities Agent State Law1994

State registrations

Registered as an investment adviser representative in 1 state (VA).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2458093
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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